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Original filing (PDF)20251015093356NAL0004189745002
GATE GOURMET, INC.
Form 5500
FILING_RECEIVED
GATE GOURMET, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
1,639
Accounts w/ balance
1,561
Plan assets (EOY)
$101.0M
Net assets (EOY)
$101.0M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Growth R6 Fidelity 500 Index Institutional Mutual Fund N/R" is 26% of plan.
- 20 bps in Schedule C fees — 104% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GATE GOURMET, INC..
Plan sponsor
Name
GATE GOURMET, INC.
EIN
36-3333786
Address
1880 CAMPUS COMMONS DRIVE · SUITE 200 · RESTON, VA · 20191
Phone
(703) 964-2847
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $206K | — |
Investments
12 direct securities· $108.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Growth R6 Fidelity 500 Index Institutional Mutual Fund N/R | — | — | — | $35.8M | 35.5% | |
| Choice Retirement Accounts * Transamerica Guaranteed Fully benefit responsive investment N/R | — | — | — | $23.1M | 22.9% | |
| Vanguard Small Cap Index Instl Mutual Fund N/R | — | — | — | $7.9M | 7.8% | |
| Adm Vanguard Intermediate Term Mutual Fund N/R | — | — | — | $7.9M | 7.8% | |
| Vanguard InTrmed Trm Bd Idx Inst | — | — | — | $7.9M | 7.8% | |
| Bond Index Instl Vanguard Mid Cap Index Instl Mutual Fund N/R | — | — | — | $7.7M | 7.6% | |
| American Funds EuroPacific Mutual Fund N/R | — | — | — | $5.5M | 5.5% | |
| Charles Schwab Personal Various N/R | — | — | — | $5.1M | 5.1% | |
| Premier Fidelity International Index Mutual Fund N/R | — | — | — | $3.5M | 3.4% | |
| Government Money Market Vanguard High-Yield Corporate Mutual Fund N/R | — | — | — | $2.8M | 2.8% | |
| Investment Option contract * Participant Loans Interest rates: 4.25% - 9.50% N/R | — | — | — | $1.7M | 1.6% | |
| State Street Institutional US Mutual Fund N/R | — | — | — | $41K | <0.1% |
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